IBCGX
Price
$19.60
Change
-$0.30 (-1.51%)
Updated
Jun 13 closing price
Net Assets
377.74M
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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IBCGX vs PMBMX

Header iconIBCGX vs PMBMX Comparison
Open Charts IBCGX vs PMBMXBanner chart's image
VY® Baron Growth S2
Price$19.60
Change-$0.30 (-1.51%)
VolumeN/A
Net Assets377.74M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
IBCGX vs PMBMX Comparison Chart
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IBCGX vs. PMBMX commentary
Jun 16, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IBCGX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. IBCGX (378M). PMBMX pays higher dividends than IBCGX: PMBMX (0.02) vs IBCGX (0.00). IBCGX was incepted earlier than PMBMX: IBCGX (16 years) vs PMBMX (25 years). IBCGX (1.52) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). IBCGX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. IBCGX (-2.49). PMBMX return over 5 years is better than : 50.58 vs. IBCGX (2.35).
IBCGXPMBMXIBCGX / PMBMX
Total Expense Ratio1.401.14123%
Annual Report Gross Expense Ratio1.521.14133%
Fund Existence16 years25 years-
Gain YTD-5.6791.787-318%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M30.6B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-2.499.71-26%
Returns for 3 years-1.8547.38-4%
Returns for 5 years2.3550.585%
Returns for 10 years-36.9683.54-44%
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